Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
+$868M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.19M
3
+$6.51M
4
KLAC icon
KLA
KLAC
+$5.65M
5
GWW icon
W.W. Grainger
GWW
+$5.47M

Top Sells

1
+$8.52M
2
+$6.94M
3
+$5.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.83M
5
EXP icon
Eagle Materials
EXP
+$4.76M

Sector Composition

1 Technology 25.51%
2 Healthcare 12.26%
3 Financials 11.27%
4 Consumer Discretionary 9.44%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$62.6K ﹤0.01%
1,927
+327
1652
$62.6K ﹤0.01%
15,880
+6,810
1653
$62.4K ﹤0.01%
4,103
+1,680
1654
$62.2K ﹤0.01%
1,948
+193
1655
$62.2K ﹤0.01%
3,910
+2,410
1656
$61.9K ﹤0.01%
3,164
+2,358
1657
$61.8K ﹤0.01%
1,729
+160
1658
$61.7K ﹤0.01%
4,900
-397
1659
$61.6K ﹤0.01%
597
+48
1660
$61.3K ﹤0.01%
3,400
+2,379
1661
$60.7K ﹤0.01%
2,340
+13
1662
$60.6K ﹤0.01%
1,346
+86
1663
$60.6K ﹤0.01%
1,343
+961
1664
$60.6K ﹤0.01%
4,027
-2,400
1665
$60.6K ﹤0.01%
1,538
-3,800
1666
$60.5K ﹤0.01%
760
1667
$60.5K ﹤0.01%
3,700
-13,497
1668
$60.3K ﹤0.01%
2,202
+80
1669
$60.3K ﹤0.01%
5,810
-440
1670
$60.3K ﹤0.01%
1,013
-640
1671
$60.1K ﹤0.01%
2,359
+240
1672
$60K ﹤0.01%
4,325
+2,065
1673
$59.4K ﹤0.01%
2,801
1674
$59.2K ﹤0.01%
2,187
-6
1675
$59K ﹤0.01%
6,000
-1,280
65 66
67
68 69